Careers in Wealth
- Have I planned correctly for my family's needs?
- How can I transfer assets to my heirs while minimizing estate taxes?
- What have I overlooked?
As a BB&T Wealth division employee, you will experience the personal satisfaction that comes from providing your clients with sound, thoughtful and customized financial advice. You’ll also benefit from ongoing professional development and a highly competitive compensation package.
Join the BB&T Wealth Team
Would it surprise you to learn that, in addition to being one of the nation’s top holding companies, BB&T also delivers a full complement of integrated wealth management services?
With capabilities spanning banking, investments, life income, risk management, and estate planning, BB&T can put industry-leading technological and human resources—all the tools you need to succeed—at your disposal.
You’ll also have the advantage of working for an organization with a long-standing record of financial stability, integrity and enduring core values focused on excellence in client service.
BB&T Wealth Overview
Formed in 1872, BB&T has built a tradition of financial stability that extends to every facet of our business today. Our Wealth Advisors have access to a wide range of resources inside and outside of BB&T and are trained to help their clients ask the right questions, make the right decisions, and reach their long-term goals.
Our Wealth division has a tiered structure that includes the following advisory guidelines:
Preferred Advisors – Work with clients indicating advisory need and with investable assets of $100,000 to $500,000 or $150,000 in annual household income
Private Advisors – Work with clients with investable assets of $250,000 to $2 million and a net worth of up to $5 million, excluding primary residence
Wealth Advisors – Work with clients with investable assets of $2 million or greater or a net worth greater than $5 million, excluding primary residence
Position titles within our Wealth division include, but are not limited to:
- Financial Planning Strategist
- Private Advisor
- Wealth Personal Trust Specialist
- Wealth Advisor
Our Business Partners and Affiliates
BB&T provides our Wealth Advisors with access to a variety of products and services that few financial services providers can offer.
BB&T Insurance Services